+55.9%
SOXL vs MKSI
+40.1%
+15.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.0% | -3.8% | +0.5% |
| 7D | -37.9% | -10.7% | -27.2% | -20.9% |
| 30D | -59.4% | -30.5% | -28.9% | -15.3% |
| 3M | -52.3% | -39.2% | -13.1% | +29.2% |
| 6M | -47.7% | -33.0% | -14.7% | +57.4% |
| YTD | +58.8% | +22.3% | +36.4% | +118.5% |
| 1Y | +55.9% | +42.7% | +13.2% | +88.5% |
| All | +55.9% | +40.1% | +15.8% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MKSI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling